The planning techniques you learn will help guide you through retirement and beyond! Over the past 40 years Payant Wealth Management Group has been dedicated to educating people in our community and throughout the U.S. on how to use their money to achieve their life goals in retirement and beyond. This is an opportunity for you and your spouse to invite another couple, friend or colleague who is of retirement age.
This event is for high-net-worth investors only. If you have $500,000 or more of investible assets, this seminar is for you!
PLANNING TECHNIQUES BEING DISCUSSED:
- How the Biden Tax Plan May Cause Your Taxes to increase!
- How Your estate Plan May be altered by Proposed Capital Gains Tax at Death
- Market Volatility – How do you help preserve your retirement from another downturn?
This reception is an opportunity to enjoy a nice evening of hors d’oeuvres and wine on us. You are encouraged to invite a guest.
TUESDAY, JUNE 8TH AT 4 p.m. AND WEDNESDAY JUNE 9TH AT 4 PM
at Payant Financial Plaza
1653 Sun City Center Plaza
Sun City Center, FL 33573
Thomas A. Payant offers Securities through SagePoint Financial LLC. Member of FINRA and SIPC. Thomas A. Payant offers investment advisory services through Payant Wealth Management Group, a registered investments advisor not affiliated with SagePoint Financial, Inc. Robyn Payant is not registered with nor does she offer securities through SagePoint Financial Inc. Robyn Payant is not an investment advisor representative with Payant Wealth Management Group. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented at this event should only be relied upon when coordinated with individual professional advice. Joe Pippen Jr. is not registered with either SagePoint Financial, Inc. or Payant Wealth Management Group.
Date and Time
Wed, Jun 09, 2021
4:00p - 5:00p EST